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Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
776	CIM CIM Investment Management Pittsburgh, Pennsylvania	$255K	+$218K	1	0.11%	New
777	MCM Murphy Capital Management Bedminster, New Jersey	$253K	-$24.6K	1	0.04%	Reduced
778	NPA Nichols & Pratt Advisers Boston, Massachusetts	$253K	$0	1	0.02%	Maintained
779	YP Yellowstone Partners Idaho Falls, Idaho	$253K	+$51.5K	1	0.11%	Increased
780	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$252K	$0	1	0.19%	Maintained
781	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$251K	+$258K	1	0.13%	New
782	Element Capital Management New York	$250K	+$257K	1	0.04%	New
783	Wedbush Securities Los Angeles, California	$250K	+$36.6K	1	0.04%	Increased
784	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$248K	$0	1	0.08%	Maintained
785	LD Lipe & Dalton Syracuse, New York	$248K	$0	1	0.17%	Maintained
786	Nuveen Fund Advisors Chicago, Illinois	$247K	+$254K	1	0.04%	New
787	TGI Tradewinds Global Investors Los Angeles, California	$247K	+$246K	1	0.02%	New
788	WEC Winslow Evans & Crocker Boston, Massachusetts	$246K	-$11.5K	3	0.07%	Reduced
789	CT Cambridge Trust Cambridge, Massachusetts	$244K	+$3.69K	1	0.02%	Increased
790	Swiss Life Asset Management Zurich,	$243K	-$672K	1	0.01%	Reduced
791	AF Aldebaran Financial	$243K	+$241K	1	0.2%	New
792	BCB Brian C. Broderick	$243K	-$91.9K	1	0.1%	Reduced
793	Clark Capital Management Group Philadelphia, Pennsylvania	$243K	$0	1	0.02%	Maintained
794	LAM Lebenthal Asset Management New York	$243K	+$4.3K	1	0.03%	Increased
795	LH Lebenthal Holdings New York	$243K	-$2.39M	1	0.03%	Reduced
796	MJP Michael J. Puzo	$239K	$0	1	0.16%	Maintained
797	Rockefeller Financial Services New York	$239K	-$2.63K	2	0%	Reduced
798	FCM Firsthand Capital Management San Jose, California	$238K	-$123K	1	0.26%	Reduced
799	BFO Boston Family Office Boston, Massachusetts	$235K	-$15.4K	1	0.03%	Reduced
800	BAS Brown Advisory Securities Baltimore, Maryland	$235K	-$7.49K	1	0.07%	Reduced